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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,136 | $160,070+20.0% | $147,117+30.6% | $145,897+31.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 16.32% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $4,506 | $5,285-14.7% | $4,932-8.6% | $4,663-3.4% |
| Participant deferral / active EE | $12,539 | $8,419+48.9% | $8,065+55.5% | $6,689+87.4% |
| Admin fee / account holder | $10,223 | $15,035-32.0% | $12,993-21.3% | $13,390-23.7% |